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iShares Russell 2000 Index shares owned by Northeast Planning Associates, Inc. / Nh /

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Northeast Planning Associates, Inc. / Nh / from 13F filings

Historical chart of Northeast Planning Associates, Inc. / Nh / investment in iShares Russell 2000 Index

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All positions including iShares Russell 2000 Index held by Northeast Planning Associates, Inc. / Nh / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Northeast Planning Associates, Inc. / Nh /

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 1.1k 241.96
2025-06-30 $243k 1.1k 215.79
2025-03-31 $225k 1.1k 199.49
2024-12-31 $1.2M 5.2k 220.96